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Moneta Group Investment Advisors’s Houlihan Lokey HLI Stock Holding History

Moneta Group Investment Advisors’s Portfolio HLI Stock Details HLI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q2 		$492K Sell
3,667
-240
-6% -$35.4K ﹤0.01% 548
2026
Q1 		$561K Sell
3,907
-1,360
-26% -$224K ﹤0.01% 485
2025
Q4 		$917K Buy
5,267
+61
+1% +$11.2K 0.01% 375
2025
Q3 		$1.07M Buy
5,206
+12
+0.2% +$2.35K 0.01% 344
2025
Q2 		$935K Buy
5,194
+29
+0.6% +$4.87K 0.01% 322
2025
Q1 		$834K Sell
5,165
-336
-6% -$57.7K 0.01% 314
2024
Q4 		$955K Buy
5,501
+305
+6% +$53.7K 0.01% 288
2024
Q3 		$821K Sell
5,196
-231
-4% -$34.5K 0.01% 308
2024
Q2 		$732K Buy
5,427
+901
+20% +$118K 0.01% 316
2024
Q1 		$580K Sell
4,526
-464
-9% -$57.4K 0.01% 349
2023
Q4 		$598K Sell
4,990
-88
-2% -$9.54K 0.01% 311
2023
Q3 		$544K Buy
5,078
+233
+5% +$24K 0.01% 301
2023
Q2 		$476K Buy
4,845
+133
+3% +$12K 0.01% 332
2023
Q1 		$412K Buy
4,712
+679
+17% +$63.9K 0.01% 351
2022
Q4 		$400K Sell
4,033
-504
-11% -$45.3K 0.01% 326
2022
Q3 		$342K Sell
4,537
-493
-10% -$39.9K 0.01% 330
2022
Q2 		$397K Buy
5,030
+1,032
+26% +$86.3K 0.01% 335
2022
Q1 		$351K Sell
3,998
-1,296
-24% -$133K 0.01% 334
2021
Q4 		$548K Buy
5,294
+365
+7% +$39K 0.02% 285
2021
Q3 		$454K Buy
4,929
+197
+4% +$17.3K 0.02% 295
2021
Q2 		$387K Sell
4,732
-200
-4% -$14.5K 0.02% 321
2021
Q1 		$328K Buy
4,932
+1,481
+43% +$99.9K 0.02% 312
2020
Q4 		$232K Buy
+3,451
New +$224K 0.02% 285

Other funds holding HLI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
EARNEST Partners
EARNEST Partners Atlanta, Georgia $27.7B AUM 52.44% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Bank of Montreal
Bank of Montreal Toronto, Ontario, Canada $304B AUM 35.64% 1-Year Est. Return

Moneta Group Investment Advisors's HLI Position: Q2 2026 in Review

Moneta Group Investment Advisors reduced its Houlihan Lokey (HLI) stake by 6.1% in Q2 2026, selling an estimated $35.4K and leaving 3,667 shares worth $492K. The position accounts for ﹤0.01% of the portfolio, ranked #548.

Moneta Group Investment Advisors first reported a position in HLI in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.07M in Q3 2025. 519 funds tracked by Wall St. Rank hold HLI as of Q2 2026.

  • Moneta Group Investment Advisors held 3,667 shares of Houlihan Lokey worth $492K as of Q2 2026.
  • Moneta Group Investment Advisors sold 240 Houlihan Lokey shares in Q2 2026, an estimated $35.4K.
  • Houlihan Lokey made up ﹤0.01% of Moneta Group Investment Advisors's portfolio in Q2 2026, its #548 holding.
  • Moneta Group Investment Advisors first reported a position in Houlihan Lokey in Q4 2020 and has held it in 23 quarters since.
  • Moneta Group Investment Advisors's Houlihan Lokey position peaked at $1.07M in Q3 2025.
  • 519 funds tracked by Wall St. Rank held Houlihan Lokey as of Q2 2026.

Based on Moneta Group Investment Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.